Estate Planning
Make your wishes known with a clear estate plan.
Estate Planning content
Wealth management
A directed trust can be a powerful tool for high-net-worth clients that allows for divided responsibility and expertise between trustees and directors, while limiting some of the fiduciary risk. Learn about when a directed trust may be the right choice for your clients.
Wealth management
Using charitable remainder trusts (CRT), high-net worth clients can support their favorite charities and generate an income stream for themselves or another beneficiary. Learn how your clients can be tax efficient with their charitable giving.
Wealth management
Down markets combined with rapidly rising interest rates can be unsettling for investors, even experienced ones. While declining balance sheets can cause short-term concern, they also present an opportunity for long-term wealth transfer.
Wealth management
Family Limited Partnerships (FLPs) are powerful estate planning tools for high net-worth individuals and families to consider. Learn more about FLPs and if they may be right for your clients.
Wealth management
For married couples who want to structure how their wealth is transferred, a combination of credit shelter and marital trusts may be appropriate. Learn estate planning tips that can help protect your clients’ wealth.
Wealth management
Primarily used to exclude the death benefit proceeds of life insurance from estate inclusion, irrevocable life insurance trusts (ILITs) remain a powerful tool in the estate planner's 'toolbox.' Learn more about how to protect the proceeds of you clients’ life insurance.
Wealth management
When looking to transfer large amounts of assets to future generations, consider selling assets to an intentionally defective grantor trust (IDGT) to potentially create greater tax savings than other gifting strategies.
Wealth management
A SLAT may be an effective wealth transfer strategy to consider while the lifetime exemption remains at historically high levels. Learn when using a SLAT may be a benefit to your clients.
Wealth management
Stepped-up basis can be a powerful tool to consider when putting together an estate plan, as it may provide beneficial tax treatment to assets received by your clients’ inheritors. Help your clients reduce the tax burden of their heirs.